Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 10/2004 | 09/2016 |
| Heritage Financial Services | Westwood | MA | 10/2016 | 02/2026 |
| Savant Wealth Management | Rockford | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-23 |
Reach out to this advisor